|
51
|
Matthew Hamilton Rosenberg
|
$7.92M
|
-$491K
|
-9,697
|
-6%
|
|
|
52
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$7.67M
|
-$1.07M
|
-21,137
|
-12%
|
|
|
53
|
MJP Associates
Farmington,
Connecticut
|
$7.6M
|
-$691K
|
-13,640
|
-8%
|
|
|
54
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$7.56M
|
-$194K
|
-3,833
|
-3%
|
|
|
55
|
TD Capital Management
Memphis,
Tennessee
|
$7.53M
|
+$354K
|
+6,997
|
+5%
|
|
|
56
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$7.48M
|
+$799K
|
+15,774
|
+12%
|
|
|
57
|
Vista Finance
Clayton,
Missouri
|
$7.15M
|
-$527K
|
-10,417
|
-7%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$7.13M
|
+$504K
|
+9,953
|
+8%
|
|
|
59
|
Franklin Resources
San Mateo,
California
|
$7.13M
|
-$390K
|
-7,710
|
-5%
|
|
|
60
|
Boston Family Office
Boston,
Massachusetts
|
$6.78M
|
-$342K
|
-6,749
|
-5%
|
|
|
61
|
Regions Financial Corp
Birmingham,
Alabama
|
$6.66M
|
+$140K
|
+2,758
|
+2%
|
|
|
62
|
Stifel Financial
St. Louis,
Missouri
|
$6.56M
|
-$144K
|
-2,850
|
-2%
|
|
|
63
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.15M
|
-$1.19M
|
-23,467
|
-16%
|
|
|
64
|
MML Investors Services
Springfield,
Massachusetts
|
$6.14M
|
-$866K
|
-17,095
|
-12%
|
|
|
65
|
PDS Planning
Dublin,
Ohio
|
$6.05M
|
-$72.4K
|
-1,430
|
-1%
|
|
|
66
|
Transform Wealth
Greenwood Village,
Colorado
|
$6M
|
+$4.37M
|
+86,268
|
+271%
|
|
|
67
|
Cooper Financial Group
Irvine,
California
|
$5.72M
|
+$443K
|
+8,757
|
+8%
|
|
|
68
|
Elmwood Wealth Management
Berkeley,
California
|
$5.65M
|
+$952K
|
+18,809
|
+20%
|
|
|
69
|
Collective Family Office
York,
Pennsylvania
|
$5.44M
|
+$2.33M
|
+46,014
|
+75%
|
|
|
70
|
UMB Bank
Kansas City,
Missouri
|
$5.38M
|
-$1.98M
|
-39,023
|
-27%
|
|
|
71
|
Choreo LLC
Rockford,
Illinois
|
$5.34M
|
+$5.32M
|
+105,046
|
New
|
|
|
72
|
Callan Capital
La Jolla,
California
|
$5.29M
|
-$2.27M
|
-44,743
|
-30%
|
|
|
73
|
Frisch Financial Group
Melville,
New York
|
$5.2M
|
+$5.19M
|
+102,457
|
New
|
|
|
74
|
Vawter Financial
Columbus,
Ohio
|
$4.89M
|
-$2M
|
-39,584
|
-29%
|
|
|
75
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$4.82M
|
+$4.8M
|
+94,890
|
New
|
|
